The SERVICES listed below may be tailored to meet client needs. Some SERVICES require outside                contractors and they are annotated by an asterisk (*)

FISCAL
Assessment Collection
Delinquency Follow-up*
Lien Filings
Foreclosure Proceedings*
Bill Approval
Bill Payment
Payroll Accounting for on-site personnel*
Financial Report Preparation
Tax Return Preparation*
Year-end Financial Report
Year-end Audit/review*
Budget Preparation
Reserve Analysis*
Insurance Specification Preparation*

ADMINISTRATIVE/CLERICAL
Annual Meeting Attendance
Annual meeting coordination
Membership Roster
Records and files maintenance
Resale's: preparation and processing of transfer info.
New Resident information pamphlet distribution
Resident Orientation
Newsletter Distribution
Special Mailings
Special Photocopying
Specification/bid preparation/coordination
Monthly Association Status Report (as required)
Standard operating procedures review
Periodic inventory of association property
Legal (attorney) liaison
Municipality liaison
After-hours answering and emergency assistance service
Work orders-recording processing
Rules, regulations enforcement
Association/directors and officers insurance liaison
General correspondence
Hiring/firing and supervision of on-site personnel

BUILDING MAINTENANCE
Janitorial*
Pool, spa, sauna and equipment*
Plumbing, Painting*
Minor repairs/maintenance*
Contract performance inspection
Periodic building/amenity inspection report
Site Inspection Report

GROUNDS MAINTENANCE
Landscape-Lake/Pond*
Tennis courts*
Street and walk sweep*
Trash collection*
Snow removal*
Contract performance inspection
Grounds inspection report

MISCELLANEOUS
Information concerning laws/ordinances
Information concerning rules/regulations
Pool Life Guards*

For information regarding our Community Management Services, please contact: